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SHIM

Stone House Investment Management Portfolio holdings

AUM $752M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
+1.44%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$644M
AUM Growth
+$50.6M
Cap. Flow
+$42.9M
Cap. Flow %
6.66%
Top 10 Hldgs %
61.65%
Holding
950
New
229
Increased
293
Reduced
131
Closed
102

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$63.4M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$25.8M
3
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.7M
4
FENI icon
Fidelity Enhanced International ETF
FENI
+$11.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.65M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$59.5M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$13.3M
3
IWV icon
iShares Russell 3000 ETF
IWV
+$5.83M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.53M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.54M

Sector Composition

Rank Sector Weight
1 Consumer Staples 5.03%
2 Technology 0.92%
3 Financials 0.64%
4 Consumer Discretionary 0.51%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UGI icon
76
UGI
UGI
$7.53B
$208K 0.03%
5,558
+4,806
+639% +$170K
IBIT icon
77
iShares Bitcoin Trust
IBIT
$47.2B
$206K 0.03%
4,148
-972
-19% -$55.2K
HD icon
78
Home Depot
HD
$342B
$204K 0.03%
592
-89
-13% -$32.6K
BNDX icon
79
Vanguard Total International Bond ETF
BNDX
$82.9B
$197K 0.03%
4,077
+585
+17% +$28.9K
MIDU icon
80
Direxion Daily Mid Cap Bull 3X ETF
MIDU
$80.2M
$195K 0.03%
3,846
+350
+10% +$17.6K
FTEC icon
81
Fidelity MSCI Information Technology Index ETF
FTEC
$21.3B
$186K 0.03%
829
-1
-0.1% -$227
COST icon
82
Costco
COST
$421B
$182K 0.03%
211
– –
DGRO icon
83
iShares Core Dividend Growth ETF
DGRO
$43.8B
$178K 0.03%
2,566
+226
+10% +$15.5K
OKLO
84
Oklo
OKLO
$8.39B
$178K 0.03%
2,478
– –
GDX icon
85
VanEck Gold Miners ETF
GDX
$27.8B
$170K 0.03%
1,986
-1,049
-35% -$82.9K
XLV icon
86
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$170K 0.03%
1,096
+253
+30% +$37.9K
BND icon
87
Vanguard Total Bond Market
BND
$161B
$167K 0.03%
2,248
+159
+8% +$11.8K
SPTI icon
88
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$166K 0.03%
5,760
+413
+8% +$12K
GVAL icon
89
Cambria Global Value ETF
GVAL
$601M
$165K 0.03%
5,250
-3,586
-41% -$109K
MCD icon
90
McDonald's
MCD
$195B
$163K 0.03%
534
+1
+0.2% +$306
CVX icon
91
Chevron
CVX
$386B
$162K 0.03%
1,065
+61
+6% +$9.29K
EXE
92
Expand Energy Corp
EXE
$22.3B
$159K 0.02%
1,440
+829
+136% +$91.9K
PLTR icon
93
Palantir
PLTR
$411B
$154K 0.02%
865
+27
+3% +$4.89K
VOO icon
94
Vanguard S&P 500 ETF
VOO
$1.03T
$154K 0.02%
245
– –
IWV icon
95
iShares Russell 3000 ETF
IWV
$20.4B
$146K 0.02%
377
-15,180
-98% -$5.83M
JEPI icon
96
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$145K 0.02%
2,532
+321
+15% +$18.3K
VYMI icon
97
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$144K 0.02%
1,605
+2
+0.1% +$174
PEP icon
98
PepsiCo
PEP
$189B
$141K 0.02%
985
+429
+77% +$63K
GD icon
99
General Dynamics
GD
$107B
$137K 0.02%
407
– –
MA icon
100
Mastercard
MA
$490B
$135K 0.02%
237
– –
2 3
4
5 6

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Stone House Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Stone House Investment Management held 950 positions worth $644M, up 8.5% from $594M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Stone House Investment Management deployed $42.9M of net new capital in Q4 2025, opening 229 new positions and adding to 293 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 797,710 shares worth $64M.

By sector, the portfolio is most concentrated in Consumer Staples at 5% of assets, down from 6.1% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $59.5M trimmed.

  • Stone House Investment Management's largest Q4 2025 buy was State Street SPDR Portfolio S&P 500 ETF: 797,710 shares worth $64M.
  • Stone House Investment Management added most to Fidelity Total Bond ETF in Q4 2025, an estimated $25.8M increase.
  • Stone House Investment Management's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $59.5M.
  • Stone House Investment Management fully exited Expand Energy Corp Class C Warrants in Q4 2025, selling an estimated $67.3K.
  • Stone House Investment Management's ten largest holdings make up 62% of its $644M portfolio in Q4 2025.
  • Stone House Investment Management opened 229 new positions and closed 102 in Q4 2025.
  • Stone House Investment Management's portfolio value rose 8.5% quarter-over-quarter to $644M.

Based on Stone House Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.